My Reports

AI-generated reports saved from Ecommerce, HR, and other module assistants.

Overview

My Reports is the unified library for all AI-generated reports you have saved across TotalApp. When an AI Assistant panel (e.g. Ecommerce Reports assistant, HR Reports assistant) generates a markdown report and you click Save as Report, the report is stored here automatically — scoped to your user account and available from any module.

Shared storage endpoint

All reports — regardless of which assistant generated them — are stored at /api/data/ecommerce-reports filtered by userId. My Reports reads from this shared endpoint and shows only your reports.

Key Features

Cross-Module Reports

Reports from Ecommerce, HR, Shopify, and any other AI Assistant all appear in a single list — no need to navigate back to each module.

Full-Screen Viewer

Open any report in the full-screen markdown viewer with formatted headings, tables, and code blocks.

Edit Mode

Click the pencil icon to edit a report's title or markdown content directly. Changes are saved back to the server.

Link to Project

Use the context menu (...) on any report to link it to a Project Management project for traceability.

Download & Print

Download any report as a Markdown file or trigger the browser print dialog for a formatted hard copy.

Source Badge

Each report shows a source badge (e.g. "Shopify Assistant", "HR Assistant") so you know which AI generated it.

How Reports Are Saved

Reports are created by AI Assistant panels across TotalApp. The save flow is automatic — no modal or title entry is required:

Ask the AI Assistant a question that produces a structured markdown response.
The Save as Report button appears in the assistant's bottom dock once a response is ready.
Click it — the report is saved instantly with a title derived from your question plus a month–year suffix (e.g. "Headcount by department - June 2026").
The button is replaced by a green Saved badge with a clickable title that opens the report in the viewer.
The report also appears immediately in My Reports.

Tip — Edit after saving

AI-generated reports can be edited in My Reports. Open the report viewer and click Edit to refine the content, correct figures, or add commentary before sharing.

FAQ

Can another user see my reports?

Not by default. Every report — no matter which screen created it — starts out personal, scoped to your userId. If you want a teammate to see it, open the report's "..." menu and choose Share, then either turn on workspace-wide access or pick specific people. Shared reports then appear in the recipients' own My Reports list too.

Do reports from every screen show up here?

Yes — any screen that saves a report (via the shared "Save as Report" pattern) appears in My Reports, tagged with its creator's userId. This includes Research Hub (both Web Research and Semantic Search modes), HR Assistant, Shopify Assistant, and any other module that uses the same pattern.

How do I share a report with my team?

Open the report row's "..." menu and choose Share. In the modal, either toggle "Share with workspace" to make it visible to everyone in your tenant, or search for and add specific teammates by name — you can combine both. Reports you haven't shared remain visible only to you.

Can I delete a report?

Yes — hover over the report row to reveal the delete button (trash icon). Deletion is permanent and cannot be undone. Download the report first if you want to keep a copy.

How do I link a report to a project?

Open the report row's context menu (...) and choose "Link to Project". A modal lists all your projects from Project Management. Select one and save — the project name then appears on the report row as a badge.